$249 Million is the total value of Monument Capital Management's 107 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $771,000 | +10.8% | 2 | 0.0% | 0.31% | -4.0% | |
RLGT | RADIANT LOGISTICS INC | $549,000 | +19.9% | 79,000 | 0.0% | 0.22% | +3.8% | |
UNH | UNITEDHEALTH GROUP INC | $267,000 | +6.0% | 718 | 0.0% | 0.11% | -7.8% | |
IWV | ISHARES TRrussell 3000 etf | $241,000 | +6.2% | 1,014 | 0.0% | 0.10% | -7.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 24 | Q3 2023 | 3.3% |
WASTE MGMT INC DEL | 24 | Q3 2023 | 1.8% |
CATERPILLAR INC DEL | 24 | Q3 2023 | 2.1% |
HOME DEPOT INC | 24 | Q3 2023 | 1.6% |
SERVICE CORP INTL | 24 | Q3 2023 | 1.4% |
THERMO FISHER SCIENTIFIC INC | 24 | Q3 2023 | 1.8% |
HENRY JACK & ASSOC INC | 24 | Q3 2023 | 1.8% |
SYNOPSYS INC | 24 | Q3 2023 | 2.1% |
EATON CORP PLC | 24 | Q3 2023 | 1.6% |
APPLE INC | 24 | Q3 2023 | 2.1% |
View Monument Capital Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-27 |
13F-HR | 2022-11-07 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-18 |
View Monument Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.